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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,460 | $96,558-25.0% | $80,977-10.5% | $273,972-73.6% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 6.87% | 15.14%-8.3pp | 17.11%-10.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,718 | $4,869-64.7% | $3,715-53.8% | $4,869-64.7% |
| Participant deferral / active EE | $3,955 | $6,598-40.0% | $5,696-30.6% | $5,287-25.2% |
| Admin fee / account holder | $2,248 | $7,493-70.0% | $5,517-59.3% | $10,133-77.8% |